Who Is Our Ideal Client?

• Our ideal client expects to be updated about matters that could derail their financial plans.
• Our ideal client seeks more than just numbers. They value process.
• Our ideal client values our fiduciary duty and recognizes that we hold their interests above our own. They recognize that our fee schedule is fair and eliminates conflict of interest.
• Our ideal client wants a team that can integrate wealth and estate planning into their recommendations to align with their financial and life goals.
• Our ideal client recognizes their own biases and weaknesses. They value regular communication and the ability to receive assistance in a timely and prompt manner.
• Our ideal client is someone who values professional advice that includes cutting edge investment management and risk control.
• Our ideal client is an individual (or couple) seeking a long-term personal financial planning and asset management relationship. They want to take control of their financial lives and recognize the need to outsource to qualified professionals so they can focus on what they enjoy and do best.
• Our ideal client expects us to never “sit on our hands” when market conditions change.
• Our ideal client is enthusiastic about being educated on investing and personal finance.
• Our ideal client is engaged in the management of their finances, trusts the process, and isn’t afraid to provide constructive feedback and criticism.
• Our ideal client has experience in the markets and wants something different. They want access to an innovative process that is capable of navigating changing market conditions.
• Our ideal client expects us to manage their money the same way that we would manage our own.
• Our ideal client has concerns about the uncertain financial climate, and values a process that can adapt as necessary.
• Our ideal client has spent decades building their financial assets, and they want to know that no matter how the world changes, their portfolio can be managed to last.